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ACCE Smart Money

Stocks being accumulated by multiple quality institutional managers across our curated 13F universe. Rebalanced quarterly after 13F filing deadlines (Feb / May / Aug / Nov).

Since Inception
+5.9%
SPY
+2.9%
Alpha vs SPY
+3.0%
Today
-1.0%
Holdings
34
Inception
May 26
Volatility 30d
+14.3%
Volatility 90d
+13.2%
Sharpe 90d
-0.29
Max drawdown
-5.1%
Beta vs SPY
0.81
Performance vs SPY
Base value 1,000 at inception · May 14, 2026
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Allocation
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Top contributors
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